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Disclosery

BANK OF MONTREAL /CAN/: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on SWX, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 26,146 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,146 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $2,318,627.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,560 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $2,221,165.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,387 shares
    Change vs previous 13F -3,265 shares

    <0.01% of the 13F portfolio, value $2,031,468.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,652 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $2,244,597.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,774 shares
    Change vs previous 13F -1,576 shares

    <0.01% of the 13F portfolio, value $2,140,498.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,350 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $2,179,131.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,364 shares
    Change vs previous 13F -3,438 shares

    <0.01% of the 13F portfolio, value $2,147,038.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,518,925.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).